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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,929 | $100,262-92.1% | $81,370-90.3% | $145,897-94.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -6.81% | 34.52%-41.3pp | 24.85%-31.7pp | 552.29%-559.1pp |
| Employer contribution / active EE | $379 | $2,979-87.3% | $2,464-84.6% | $4,663-91.9% |
| Participant deferral / active EE | $1,529 | $4,612-66.8% | $3,885-60.6% | $6,689-77.1% |
| Admin fee / account holder | $1,391 | $8,163-83.0% | $5,749-75.8% | $13,390-89.6% |